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Louise Kittrell Sheffield

Wells Fargo Clearing Services, LLC

Chesterfield, MO

St. Louis, MO

CRD 2919562

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-23
  • MO RA
    APPROVED
    Since 2025-01-23

Branch Locations

Chesterfield, MO • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Maryland Heights MO 06/1997 12/2024
Wells Fargo Bank St Louis MO 01/2025 Present
  • 06/1997 → 12/2024
    Edward Jones
    Maryland Heights, MO
  • 01/2025 → Present
    Wells Fargo Bank
    St Louis, MO
Previous Registrations
  • 2024-04-13 → 2024-12-09
    Edward Jones
    St. Louis, MO
    St Louis, MO
    St. Louis, MO
    Chesterfield, MO
    St. Louis, MO
    Maryland Heights, MO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-09
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S66 Uniform Combined State Law Examination
    2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04
Other Names
  • Louise Kittrell Sheffield
  • Louise Kittrell Sheffield
  • Louise Kittrell Adewunmi

View on SEC IAPD

Nearby Firms

CARROLL WEALTH MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD

Nearby Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

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